LVW Advisors, LLC

Position in FMS — Fresenius Medical Care AG

CIK 1576053 PITTSFORD, NY

Position in FMS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$240,276

-$60,809 QoQ

Shares Held

10,627

-20.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#120

of 232 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LVW Advisors, LLC holds $1,928,166 across 3 Medical Care Facilities names. FMS ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	3,738	$1,457,408
2	FMS	Fresenius Medical Care AG This page	10,627	$240,276
3	THC	Tenet Healthcare Corp	1,232	$230,482

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,276	10,627	-20.4%	Shares	Sole	2026-07-15
2026-03-31	$301,085	13,346	—	Shares	Sole	2026-04-20
No filing history on record for this holder in this stock.